Institutional Ownership American Electric Power CO Inc (AEP)
This table provides information about the institutional ownership of American Electric Power CO Inc (AEP). We have compiled data on the 1,658 institutions that hold shares in the stock, with a total of 403 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
12,509
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
12,457
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
12,450
shares
|
$1.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.48%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
12,232
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
12,199
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
12,132
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
12,039
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2024
Reduced 11.65%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
12,021
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 27.11%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
12,010
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Reduced 69.38%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
11,968
shares
|
$1.17 Million
0.7% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11,949
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
11,779
shares
|
$1.15 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
11,766
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,669
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2022
Reduced 1.43%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
11,645
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
11,640
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
11,623
shares
|
$1.14 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
11,605
shares
|
$1.14 Million
0.81% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
11,571
shares
|
$1.13 Million
0.54% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
11,568
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
11,477
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,395
shares
|
$1.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,306
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,270
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
11,215
shares
|
$1.1 Million
0.23% of portfolio
|
Q4 2024
Added 0.75%
|